Mark Sheptoff Financial Planning, LLC Ishares Msci Usa Min Vol Facto Transaction History
Mark Sheptoff Financial Planning, LLC
- $197 Million
- Q3 2025
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 334 shares of USMV stock, worth $31,462. This represents 0.02% of its overall portfolio holdings.
Number of Shares
334
Previous 334
-0.0%
Holding current value
$31,462
Previous $31,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding USMV
# of Institutions
1,487Shares Held
197MCall Options Held
32.7KPut Options Held
95.2K-
Morgan Stanley New York, NY14.8MShares$1.39 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC13.8MShares$1.3 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL13.5MShares$1.27 Billion0.43% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$965 Million0.58% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.98MShares$657 Million1.0% of portfolio